Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / VEST BUFFERED
-
Number of holders
-
77
-
Total 13F shares, excl. options
-
7.73M
-
Shares change
-
+739K
-
Total reported value, excl. options
-
$179M
-
Value change
-
+$17.3M
-
Number of buys
-
38
-
Number of sells
-
-32
-
Price
-
$23.20
Significant Holders of FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED (BUFG) as of Q2 2024
84 filings reported holding BUFG - FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED as of Q2 2024.
FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED (BUFG) has 77 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.73M shares
.
Largest 10 shareholders include COMMONWEALTH EQUITY SERVICES, LLC (978K shares), CWM, LLC (788K shares), ENVESTNET ASSET MANAGEMENT INC (734K shares), LPL Financial LLC (553K shares), Centennial Wealth Advisory LLC (439K shares), Cetera Investment Advisers (390K shares), SYNOVUS FINANCIAL CORP (262K shares), OSAIC HOLDINGS, INC. (222K shares), Pitti Group Wealth Management, LLC (219K shares), and FreeGulliver LLC (201K shares).
This table shows the top 77 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.